+8.5%
CRCL vs EXPE
+63.4%
-54.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.6% | -4.4% | -3.2% |
| 7D | -12.5% | -8.7% | -3.8% | -10.9% |
| 30D | +26.9% | -13.6% | +40.6% | +30.1% |
| 3M | +14.4% | +26.6% | -12.2% | +7.0% |
| 6M | -23.5% | +19.9% | -43.5% | -28.3% |
| YTD | +13.9% | -1.7% | +15.6% | +10.1% |
| 1Y | -20.6% | +29.4% | -50.0% | -30.1% |
| All | +8.5% | +63.4% | -54.9% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded EXPE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling